Services/Orders/Troubleshooting Orders/03 - Revision history

Dcowan: added clarification of business rules for the Action (Disabled) link appearing

2017-08-03T00:40:22Z

added clarification of business rules for the Action (Disabled) link appearing

Dcowan: minor changed to wording and formatting

2017-06-19T01:33:41Z

minor changed to wording and formatting

Dcowan: created multiple qty allocate page

2017-06-16T08:24:18Z

created multiple qty allocate page

New page

{{DISPLAYTITLE: How to allocate multiple service types after order is completed}}

= Service Subscription Allocate =

* Some [[PackagePlans/PackagePlans|Package Plans]] may be configured in such a way that a greater than 1 quantity of the same mandatory service plan (service type) has been [[PackagePlans/LinkingPackageAndServicePlans|linked]] and as such would require multiple SQ's in order to allow the package to be ordered successfully.

[[File:Troubleshooting-03 001.png|900px]]

* The way this has currently been implemented means you will initially be required to SQ and Configure only 1 of the required services. In the example below you can see this in action. The order is now ready to proceed. (The highlighted text was manually added in this screenshot)

[[File:Troubleshooting-03 002.png|900px]]

* The next step would be to continue with the order process by clicking Proceed and following the order wizard through to Finalise. You may now manage the package subscription directly by clicking on the package subscription link in the UI. (ie. ''The new Package Subscription can now be managed.'')

* Click on the ''Un-allocated Service Subscriptions'' tab and you will see each service type, and the QTY represented as a line item. Click on ''Allocate''. If an SQ is required, please perform an SQ. Once done, or if no SQ is required, click on ''Configure'' and follow the wizard to complete configuration to the end. This process effectively mimics a standard ordering process.

[[File:Troubleshooting-03 003.png|900px]]

* Now simply repeat this allocations process until all services have been allocated. They can all be viewed from the '''Allocated Service Subscriptions''' tab.

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 [[File:Troubleshooting-03 004.png|900px|border]]
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 = See Also =

@@ Line 1: / Line 1: @@
 {{DISPLAYTITLE: How to allocate multiple service types after order is completed}}
-= Service Subscription Allocate =
+= Introduction =
-* Some [[PackagePlans/PackagePlans|Package Plans]] may be configured in such a way that a greater than 1 quantity of the same mandatory service plan (service type) has been [[PackagePlans/LinkingPackageAndServicePlans|linked]] and as such would require multiple SQ's in order to allow the package to be ordered successfully.
+* Some [[PackagePlans/PackagePlans|Package Plans]] may be configured such that they have a quantity greater than 1 of the same mandatory service plan(s) (''service type'') [[PackagePlans/LinkingPackageAndServicePlans|linked]] and as such would ''typically'' require multiple SQ's in order to allow the package to be ordered successfully.
-[[File:Troubleshooting-03 001.png|900px]]
+= New Order =
-* The way this has currently been implemented means you will initially be required to SQ and Configure only 1 of the required services. In the example below you can see this in action. The order is now ready to proceed. (The highlighted text was manually added in this screenshot)
+* In the below screenshot, we are at the stage of the [[Services/Orders|ordering]] process where we select a package to subscribe to. The hourglass icon has been expanded to show the package plan configuration (that being the service plans linked, the quantities, any setup or access fees, etc)
-[[File:Troubleshooting-03 002.png|900px]]
+* The way this has currently been implemented means you will initially be required to SQ and Configure <span style="text-decoration:underline;">only 1</span> of the required services.
-* The next step would be to continue with the order process by clicking Proceed and following the order wizard through to Finalise. You may now manage the package subscription directly by clicking on the package subscription link in the UI. (ie. ''The new Package Subscription can now be managed.'')
+* The next step would be to continue with the order process by clicking Proceed and following the order wizard through to Finalise.
-* Click on the ''Un-allocated Service Subscriptions'' tab and you will see each service type, and the QTY represented as a line item. Click on ''Allocate''. If an SQ is required, please perform an SQ. Once done, or if no SQ is required, click on ''Configure'' and follow the wizard to complete configuration to the end. This process effectively mimics a standard ordering process.
+= Service Subscription Allocate =
-[[File:Troubleshooting-03 003.png|900px]]
+* Click on the ''Un-allocated Service Subscriptions'' tab and you will see each service type, and the QTY available to be allocated represented as a line item.
 * Now simply repeat this allocations process until all services have been allocated. They can all be viewed from the '''Allocated Service Subscriptions''' tab.